Coppell Advisory Solutions Corp’s First Trust Dow Jones Global Select Dividend Index Fund FGD Stock Holding History

Coppell Advisory Solutions Corp’s Portfolio FGD Stock Details FGD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-255	Closed	-$5.61K	–	507
2022 Q4	$5.61K	Buy	+255	New	+$5.29K	﹤0.01%	706

Other funds holding FGD

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Coppell Advisory Solutions Corp's FGD Position: Q1 2023 in Review

Coppell Advisory Solutions Corp sold out of First Trust Dow Jones Global Select Dividend Index Fund (FGD) in Q1 2023, closing a stake of 255 shares — an estimated $5.61K sold.

Coppell Advisory Solutions Corp first reported a position in FGD in Q4 2022 and held it in 1 quarter. The position peaked at $5.61K in Q4 2022. 126 funds tracked by Wall St. Rank hold FGD as of Q1 2023.

Coppell Advisory Solutions Corp reported no remaining First Trust Dow Jones Global Select Dividend Index Fund position as of Q1 2023 after selling out during the quarter.
Coppell Advisory Solutions Corp sold 255 First Trust Dow Jones Global Select Dividend Index Fund shares in Q1 2023, an estimated $5.61K.
Coppell Advisory Solutions Corp first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q4 2022 and held it in 1 quarter.
Coppell Advisory Solutions Corp's First Trust Dow Jones Global Select Dividend Index Fund position peaked at $5.61K in Q4 2022.
126 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q1 2023.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2023, filed 10 May 2023.